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Senior Personal Banker Resume Example

Resume Score: 80%

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SENIOR PERSONAL BANKER
Professional Summary

Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes [Area of expertise] knowledge and expansive experience in [Skill].

Skills
  • Financial advisement
  • Loans
  • Portfolio assessment
  • Financial product knowledge
  • Sales expertise
  • Branch management
  • Relationship building and management
Work History
12/2018 to CurrentSenior Personal BankerBBVA | Jacksonville, FL
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
05/2018 to 12/2018Assistant Store ManagerClaires Stores Inc. | Jacksonville, FL
  • Reconciled daily sales transactions to balance and log day-to-day revenue with excel.
  • Conducted store inventories once per quarter.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Provided weekly work schedules to employees to accommodate business demands and vacation requests.
  • Completed monthly and quarterly excel reports for senior management.
  • Trained and managed associates in customer service and sales techniques.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Coached team on effective upselling and cross-selling methods.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Assisted Manager in interview process of prospective employees and provided feedback.
01/2015 to 07/2018Shift LeadTropical Smoothie Cafe | Jacksonville, FL
  • Completed store opening and closing procedures, including setting up registers and checking products.
  • Responded to and resolved customer questions and concerns.
  • Maintained safe working environment by observing safety procedures, policies and regulations.
  • Delivered superior training and leadership to teams to boost performance and help team members achieve performance targets.
  • Managed schedules, accepted time off requests and found coverage for short shifts.
  • Helped store management meet standards of service and quality in daily operations.
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Coached team members in techniques necessary to complete job tasks.
  • Resolved challenging customer complaints to full satisfaction, promoting brand loyalty and maximizing repeat business.
04/2017 to 05/2018Office ManagerDesigns 2 Envy | Jacksonville, FL
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs using excel and quickbooks.
  • Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
  • Completed bi-weekly payroll for employees.
  • Provided complete meeting support, including materials preparation and notes or minute taking.
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to stakeholders.
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
  • Prepared vendor invoices and processed incoming payments.
  • Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using quickbooks.
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Education
05/2016High School DiplomaMandarin High School, Jacksonville, FL
  • Elected Captain of two NJROTC drill teams and the school softball team.
  • Received letterman in chorus.
  • Member of National Honor's Society and TriM Honor's Society
  • Graduated in Top 25% of Class
  • Graduated with 4.5 GPA
No Degree | FinanceStetson University, Deland, FL
  • Member of Alpha Xi Delta
  • Dean's List Spring 2017
Expected in 05/2024BBA | Business Administration And ManagementJacksonville University, Jacksonville, FL
  • 3.6 GPA
  • September 17, 2020, I was nominated as top 25 in the Davis College of Business at Jacksonville University.
  • To date, I have taken Business calculus, Business analytics (where we learned more on excel and how to use pivot tables and formulas), Macro and Microeconomics, and Accounting 201 and 202.
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Resume Overview

Companies Worked For:

  • BBVA
  • Claires Stores Inc.
  • Tropical Smoothie Cafe
  • Designs 2 Envy

School Attended

  • Mandarin High School
  • Stetson University
  • Jacksonville University

Job Titles Held:

  • Senior Personal Banker
  • Assistant Store Manager
  • Shift Lead
  • Office Manager

Degrees

  • 05/2016 High School Diploma
    No Degree | Finance
    Expected in 05/2024 BBA | Business Administration And Management

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